Shield Therapeutics Share Discussion Threads

[cyberbub] 17/5/2021 10:26

Inittowinit, thanks very much!

[innittowinit] 17/5/2021 10:20

@cyberhub:

The 005 patent is a manufacturing patent which initially was due to expire in H2 '23. With EU approval the company was allowed to extend one patent by 5 yrs and at the time they cose to apply the extension to the 005 patent, so through to H2 '28 and this gets further extended by 6-12 months for doing the paediatric development (currently ongoing), giving an ultimate expiry in EU of 2029. The picture is a little different in the US as the extension post approval gets calculated slightly differently, so might not be quite as long.

However...

A few years ago STX also filed a new composition of matter patent (i think they refer to it is patent 12 in the various updates) and this got granted with a 2015 action date, meaning expiry in 2035. This has been granted in EU, US etc... and is the gold standard of patent protection (patent 005 thus becomes purely supportive) so they should be good to go through 2035.

This is one of the patents that TEVA objected to and then lost/withdrew their claims, so the road should be largely clear.

If commercially successful then we should expect to see attempts by well-established generics manufacturers in the US to break the patent/make early attempts to file ANDAs, but frankly that will be a nice problem to have!

Hope that helps.

[parob] 17/5/2021 08:39

Sounds like all is on track to me. Not long to find out.Might be some resistance around the 60p area but then we should be looking at filling the gap much higher up on the chart.I expect the buying to be much more aggressive once successfully launched in the US.

[powerp2] 17/5/2021 08:17

My thought entirely Daveboy

[cyberbub] 17/5/2021 08:05

PATT yes I know the challenge was withdrawn. I was more concerned about the fact that, according to the presentation, one of the key patents was expiring soon and can only be renewed for 5 years or so. Anyone got any insight?

[daveboy19] 17/5/2021 07:41

Well if it’s not this week, then his “mid-May”; f/c goes out the window. Old habits, Timmy. Putting this out instead when he knows what is required. Welcome to the STX manana club.

[78steve] 17/5/2021 07:40

It hit around 200p on FDA approval news but we have to factor in heavy dilutions since then. The fact the price is a quarter now might probably mean alot of news already factored in. i was expecting price to be alot higher by now. just a question of when not if they launch. I could be wrong. Dyor

[purchaseatthetop] 17/5/2021 07:29

Parob....Friday RNS I think. That way lots of time for weekend reading/planning. Share then goes ballistic Monday next week.

All IMO. Am wrong lots. Mostly actually.

[parob] 17/5/2021 07:20

All eyes on the US launch update RNS which should be arriving this week.

[alancapone] 17/5/2021 07:18

Roughly translated = BAGS!

[parob] 17/5/2021 07:15

"With the upcoming launch of Accrufer(R) in the US I believe that Shield will be of increasing relevance to US based investors."

[purchaseatthetop] 17/5/2021 07:09

Cue the release plans in USA RNS...coming soon.

STX now have the new American NEDs in place
STX now have their shares on OTCQX

Unlike many previous STX plans...this is actually happening...

[ttny2004] 17/5/2021 07:03

Shield Therapeutics PLC Commencement of trading on the OTCQX Best MarketSource: UK Regulatory (RNS & others)TIDMSTXRNS Number : 7260YShield Therapeutics PLC17 May 2021Shield Therapeutics plc("Shield", the "Company" or the "Group")Commencement of trading on the OTCQX Best Market in the United StatesLondon, UK, 17 May 2021: Shield Therapeutics plc (LSE: STX), a commercial stage pharmaceutical company with a focus on addressing iron deficiency with its lead product Feraccru(R)/Accrufer(R) (ferric maltol), announces that trading in the Company's Ordinary Shares of nominal value of GBP0.015 each ("Ordinary Shares") will begin today on the OTCQX Best Market ("OTCQX") in the United States, under the ticker symbol "SHIEF".By trading on the premium OTCQX, Shield's shares will be available to US investors during US working hours and priced in US dollars and has the potential to increase liquidity in Shield's shares on AIM. The OTCQX is designed for established companies. Foreign Private Issuers, such as Shield, that trade on the OTCQX are exempt under the US Exchange Act Rule 12g3-2(b) from SEC reporting if they make whatever information is required by their home market regulator publicly available to US investors in English. Shield will therefore face no extra reporting obligations and incur minimal ongoing costs as a result of the Company's Ordinary Shares being traded on the OTCQX.Shield has retained MCAP LLC to act as the Company's OTCQX advisor. MCAP is a US broker-dealer that provides institutional securities services and electronic market making. MCAP also acted as the Company's OTCQX sponsor.Shield's Ordinary Shares will continue to trade on the London Stock Exchange's AIM Market under the symbol "STX".Commenting on this, Tim Watts, Shield CEO, said: "With the upcoming launch of Accrufer(R) in the US I believe that Shield will be of increasing relevance to US based investors. By making our shares available on the OTCQX Best Market many US investors should find it easier to buy and sell Shield shares than they would through AIM. Shield's existing shareholders should benefit from this as liquidity increases."

[purchaseatthetop] 17/5/2021 06:26

cyberbub....the only one I checked was Feraccru and that is both protected and challenges destroyed:

Shield Therapeutics (AIM:STX) FOLLOW announced that Teva Pharmaceutical Industries (“TEVA”) has withdrawn all opposition against its patent challenge which had reached the appeal stage.

The company, which addresses iron deficiency with its lead product Feraccru®/Accrufer®, said the move from the American-Israeli pharmaceutical giant means that European patent No.2668175 has become final and will be maintained as amended on March 14 last year.

It also withdraws opposition to Patent No. 3160951 "Crystalline Forms of Ferric Maltol", meaning the patent is maintained as granted, providing protection until October 2035.

STX received notice back in 2019 that Teva Pharmaceutical Industries had appealed a ruling by the European Patent Office (“EPO”) regarding its Feraccru® iron deficiency treatment.

[cyberbub] 16/5/2021 21:51

Can anyone clarify my query a few days ago about the patent expiry/renewal timeline shown in the presentation on the company's website? Ta.

[cyberbub] 16/5/2021 02:04

Dunno, but hopefully Iron Man will!!!

[donaferentes] 15/5/2021 15:31

Will Tom Cruise be in it?

[cyberbub] 15/5/2021 12:32

Hopefully the sales team will act like "Agents of Shield" for the company :-)

[purchaseatthetop] 15/5/2021 08:55

donaferentes....fully agree that STX may be a 10 bagger based on US roll out. It is why I invested.

I would have put more into AGL but I limit myself to 20% of my SIPP portfolio into any one share (because we know that there are unknown unknowns)and so I was looking for the next best pharma alternative. Bingo STX.

I expect great things from STX. Next week news of US roll out following the new NED's who would not have come onboard without certainty of this rollout (share up to 65p) then actual earnings starting H2 2021 (share up to 100p) then solid rising as global incomes mushroom.

For present PI's the failure of the previous US plans are a pot of gold (at the cost of previous LTH's) as the margins (as you correctly point out) are 90% when a licensing deal might be 15%.

Bingo.

[donaferentes] 15/5/2021 08:13

Although the Funky Trader (whom I don't know but seems plausible at first glance) says Accrufer in the US alone makes this a 10 bagger in 3 years time. US sales 2023 $300,000 X 90% margin less $45m US operating costs / 1.4 = ebitda of £160k Fair value of 7 X ebitda = £1,120 which is 10 times current market cap.

[purchaseatthetop] 15/5/2021 07:44

Parob....an AGL like rise would do the business. I bought AGL at 41p only in late December last year and it has three bagged since. Plus a lot of top ups which have not three bagged yet!

STX can do similar but maybe not the extreme level of growth coming for AGL which will revolutionise oncology and change the way of treating cancers. AGL will be worth many billions in a few years. For any STX holder who is not aware of AGL, check it out and buy IMO. One of the great future British success stories now unfolding.

[parob] 14/5/2021 16:14

Ticking up into the close. So hopefully the US update next week then.Hope the chart mirrors that of AGL over the coming months!

[swizz] 14/5/2021 11:26

the single figure trades, tend to be from some of the free trade applications,...GL S

[little minx] 14/5/2021 11:23

Surely all the single figures are a bot?

[purchaseatthetop] 14/5/2021 11:05

frinvest.....OCD investors who cannot stand anything but round numbers on their shareholdings....or is that just me?